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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,546 | $156,398-94.5% | $147,318-94.2% | $138,895-93.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 37.33% | 78.75%-41.4pp | 70.43%-33.1pp | 145.39%-108.1pp |
| Employer contribution / active EE | $626 | $4,853-87.1% | $4,593-86.4% | $4,194-85.1% |
| Participant deferral / active EE | $9,651 | $8,237+17.2% | $7,906+22.1% | $6,396+50.9% |
| Admin fee / account holder | $678 | $14,976-95.5% | $13,708-95.1% | $12,562-94.6% |